Eaton Vance Municipal Income 2028 Term Trust
ETX- Exchange
- NYSE
- SEC CIK
- 0001563696
No open-market purchases or sales by Eaton Vance Municipal Income 2028 Term Trust insiders were filed in the last 90 days; 43 institutions reported holding it in 13F filings for Q2 2026, worth $47.4M in total; no superinvestor holds it.
13F holders, Q4 2021
Institutional positions in Eaton Vance Municipal Income 2028 Term Trust as of Dec 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 41
- 0 vs. Q3 2021
- Shares held
- 2.14M
- +84.7K (+4.1%) vs. Q3 2021
- Total value
- $45.9M
- +$125.4K (+0.3%) vs. Q3 2021
- New holders
- 4
- 17 more added
- Sold out
- 4
- 7 more reduced
Compare with Q3 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting ETX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 43 | $47.4M |
| Q1 2026 | 42 | $44.6M |
| Q4 2025 | 42 | $46.6M |
| Q3 2025 | 35 | $46.6M |
| Q2 2025 | 35 | $43.3M |
| Q1 2025 | 36 | $42.0M |
| Q4 2024 | 40 | $41.8M |
| Q3 2024 | 35 | $44.7M |
| Q2 2024 | 42 | $47.7M |
| Q1 2024 | 44 | $44.7M |
| Q4 2023 | 48 | $46.1M |
| Q3 2023 | 46 | $40.6M |
| Q2 2023 | 43 | $39.3M |
| Q1 2023 | 40 | $40.2M |
| Q4 2022 | 41 | $38.5M |
| Q3 2022 | 34 | $39.2M |
| Q2 2022 | 34 | $38.8M |
| Q1 2022 | 37 | $41.2M |
| Q4 2021 | 41 | $45.9M |
| Q3 2021 | 41 | $45.7M |
| Q2 2021 | 40 | $46.7M |
| Q1 2021 | 40 | $42.0M |
Institutions, Q4 2021
Shares, value and share of portfolio for each institution holding Eaton Vance Municipal Income 2028 Term Trust; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Morgan Stanley | 247,757 | $5.33M | 0.00% | +22,549+10.0% | Added |
| UBS Group AG | 199,454 | $4.29M | 0.00% | +21,116+11.8% | Added |
| Wells Fargo & Company | 194,706 | $4.19M | 0.00% | +1,841+1.0% | Added |
| XML Financial, LLC | 151,436 | $3.26M | 0.39% | +150+0.1% | Added |
| Bank of America Corp | 142,549 | $3.06M | 0.00% | +9,941+7.5% | Added |
| Walter & Keenan Financial Consulting Co | 132,931 | $2.86M | 0.93% | −2,489−1.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 127,169 | $2.73M | 0.01% | +400.0% | Added |
| Rockefeller Capital Management L.P. | 120,561 | $2.59M | 0.01% | +3,068+2.6% | Added |
| Janney Montgomery Scott LLC | 115,558 | $2.48M | 0.01% | +19,664+20.5% | Added |
| Eaton Vance Management | 109,191 | $2.35M | 0.00% | 00.0% | Unchanged |
| U.S. Capital Wealth Advisors, LLC | 85,347 | $1.83M | 0.07% | +200+0.2% | Added |
| Advisor Group Holdings, Inc. | 51,581 | $1.11M | 0.00% | +50.0% | Added |
| Steward Partners Investment Advisory, LLC | 40,502 | $871.0K | 0.01% | −717−1.7% | Reduced |
| Van Eck Associates Corp | 39,618 | $852.0K | 0.00% | +3,272+9.0% | Added |
| Stratos Wealth Partners, LTD. | 34,850 | $749.0K | 0.02% | +1,150+3.4% | Added |
| Commonwealth Equity Services, LLC | 30,468 | $655.0K | 0.00% | +48+0.2% | Added |
| Merit Financial Group, LLC | 26,200 | $563.0K | 0.06% | −11,232−30.0% | Reduced |
| Royal Bank of Canada | 24,188 | $520.0K | 0.00% | +2,116+9.6% | Added |
| Stifel Financial Corp | 24,030 | $517.0K | 0.00% | −1,178−4.7% | Reduced |
| LPL Financial LLC | 21,228 | $456.0K | 0.00% | +2,663+14.3% | Added |
| Biltmore Family Office, LLC | 20,000 | $430.0K | 0.08% | +20,000 | New |
| Quent Capital, LLC | 20,000 | $430.0K | 0.09% | +20,000 | New |
| First Trust Advisors LP | 19,563 | $421.0K | 0.00% | −14,750−43.0% | Reduced |
| Raymond James & Associates | 17,317 | $372.0K | 0.00% | −843−4.6% | Reduced |
| Andrew Hill Investment Advisors, Inc. | 17,127 | $368.0K | 0.34% | +17,127 | New |
| Amplius Wealth Advisors, LLC | 16,756 | $360.0K | 0.05% | +16,756 | New |
| Truist Financial Corp | 15,365 | $330.0K | 0.00% | +1,681+12.3% | Added |
| Resources Investment Advisors, LLC. | 14,065 | $302.0K | 0.01% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 12,319 | $265.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,000 | $258.0K | 0.01% | −1,979−14.2% | Reduced |
| Keybank National Association | 11,218 | $241.0K | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 10,712 | $230.0K | 0.00% | +9,452+750.2% | Added |
| Mutual Advisors, LLC | 9,546 | $205.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 6,450 | $139.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 5,500 | $118.3K | 0.01% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 3,000 | $64.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,262 | $49.0K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 370 | $8.00K | 0.00% | 00.0% | Unchanged |
| Northern Trust Corp | 10,000 | $2.00K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 89 | $2.00K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 1 | $0 | 0.00% | 00.0% | Unchanged |
| First Foundation Advisors | 0 | $0 | 0.00% | −23,887−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −22,991−100.0% | Sold out |
| Tarbox Family Office, Inc. | 0 | $0 | 0.00% | −7,000−100.0% | Sold out |
| Herold Advisors, Inc. | 0 | $0 | 0.00% | −1,060−100.0% | Sold out |